Connect Zoho Billing and Cloze
Integrate Zoho Billing with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Customer in Zoho Billing when Person Change in Cloze
Create an estimate in Zoho Billing when Person Change in Cloze
Update customer in Zoho Billing when Person Change in Cloze
Find Customer in Zoho-billing when Person Change in Cloze
Record Payment in Zoho-billing when Person Change in Cloze
Popular Zoho Billing + Cloze flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho Billing
When this happens...
New Subscription
New Customer
New Product
New Invoice
Cancel Subscription
Update Customer
Updated Invoice
Invoice Voided
Subscription Updated
Subscription Reactivated
New Project Created
New Quote Created
Payment Received
Failed Payment
Invoice Paid
Choose an action
Cloze
Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
Create or Update Customer in Zoho Billing when Person Change in Cloze
Use this flowCreate an estimate in Zoho Billing when Person Change in Cloze
Use this flowUpdate customer in Zoho Billing when Person Change in Cloze
Use this flowFind Customer in Zoho-billing when Person Change in Cloze
Use this flowRecord Payment in Zoho-billing when Person Change in Cloze
Use this flowAdd Charge to Zoho Billing when Person Change in Cloze
Use this flowCancel a subscription in Zoho Billing when Person Change in Cloze
Use this flowCancel invoice write-off in Zoho Billing when Person Change in Cloze
Use this flowCreate credit note in Zoho Billing when Person Change in Cloze
Use this flowFetch Customer from Zoho Billing when Person Change in Cloze
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Billing and Cloze.
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscription
Triggers when a new subscription is created
New Customer
Triggers when customer is created
New Product
Triggers when new product is created
New Invoice
Triggers when new invoice is created
Cancel Subscription
Triggers when subscription is cancelled
Update Customer
Triggers when a customer is updated.
Do thisActions
Action is the task that follows automatically within your Zoho Billing integrations.
Create Invoice
Create an invoice for a customer with items, shipping, adjustments, and payment options.
Update invoice
Update an invoice's items, notes, and terms.
Create or Update Customer
Creates a new customer.
Create an estimate
Create an estimate for a customer including items, quantities, prices, discounts, and terms.
Update customer
Update a customer's details, addresses, and custom fields.
Find Invoice
Retrieve's existing invoice details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Zoho Billing
Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.
Learn moreAbout Cloze
Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Billing and Cloze accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Zoho Billing and Cloze as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cloze. No coding required.
Yes. You can set up a workflow where Zoho Billing triggers actions in Cloze, and a separate workflow where Cloze triggers actions in Zoho Billing. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Zoho Billing and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Billing and Cloze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
